How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Focus Financial Network,

13F Portfolio OverlapQ1 2026Focus Financial Network, portfolio →

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Most similar hedge funds by 13F overlap

Focus Financial Network, Inc. is an institutional investor managing $3.2B across 764 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Focus Financial Network, are Anson ,, Reality Financial Planning Services,, Centurion Wealth, with shared positions in $AGQ, $KKR, $HUM, $WT, $SGOL, $BRZE. The full ranking of 25 similar funds is below.

#1Anson Capital, Inc.Passive

Some overlap · 6 shared positions

$AGQ $KKR $HUM $WT $SGOL $BRZE

$146M

90 positions

#2Reality Financial Planning Services, LLCSmart money

Some overlap · 5 shared positions

$BRZE $KKR $HUM $WT $SNOW

$104M

20 positions

#3Centurion Wealth Management LLCPassive

Some overlap · 6 shared positions

$AGQ $HUM $WT $SGOL $SNOW $KKR

$444M

316 positions

#4White Lighthouse Investment Management Inc.Active

Some overlap · 6 shared positions

$BRZE $KKR $HUM $SNOW $MAR $SGOL

$721M

145 positions

#5Curran Financial Partners, LLCActive

Some overlap · 5 shared positions

$BRZE $KKR $HUM $WT $MAR

$559M

127 positions

#6HOWARD WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$KKR $BRZE $HUM $WT $MAR

$238M

142 positions

#7Breakwater Investment ManagementPassive

Some overlap · 6 shared positions

$BRZE $KKR $HUM $SNOW $WT $MAR

$269M

506 positions

#8Sherman Wealth Management LLCPassive

Some overlap · 4 shared positions

$AGQ $KKR $HUM $WT

$116M

80 positions

#9Lynx Investment AdvisoryPassive

Some overlap · 5 shared positions

$AGQ $KKR $HUM $SNOW $MAR

$209M

181 positions

#10Discipline Wealth Solutions, LLCActive

Some overlap · 5 shared positions

$AGQ $BRZE $WT $SNOW $HUM

$950M

192 positions

#11MRWM Advisors, LLCActive

Some overlap · 5 shared positions

$AGQ $BRZE $HUM $SGOL $WT

$184M

74 positions

#12Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Some overlap · 5 shared positions

$BRZE $KKR $HUM $SNOW $UNH

$111M

63 positions

#13LAUREL OAK WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$KKR $HUM $WT $BRZE $MAR

$595M

360 positions

#14Donalies Financial Planning, LLCActive

Some overlap · 5 shared positions

$BRZE $KKR $HUM $SNOW $MAR

$117M

74 positions

#15Northwest Financial AdvisorsPassive

Some overlap · 5 shared positions

$AGQ $BRZE $HUM $MAR $SOLV

$52M

66 positions

#16Joel Isaacson & Co., LLCActive

Some overlap · 5 shared positions

$BRZE $KKR $HUM $SNOW $MAR

$3.0B

455 positions

#17Kastel Capital Advisors, LLCActive

Some overlap · 4 shared positions

$BRZE $KKR $HUM $SGOL

$163M

55 positions

#18New England Private Wealth Advisors LLCActive

Some overlap · 6 shared positions

$BRZE $HUM $KKR $WT $MAR $AGQ

$866M

194 positions

#19O'ROURKE & COMPANY, IncPassive

Some overlap · 5 shared positions

$AGQ $KKR $SNOW $BRZE $HUM

$253M

171 positions

#20GSG Advisors LLCActive

Some overlap · 4 shared positions

$BRZE $KKR $HUM $WT

$385M

137 positions

#21Cypress Capital, LLCActive

Some overlap · 4 shared positions

$AGQ $BRZE $WT $SGOL

$351M

95 positions

#22SMITH, MOORE & CO.Passive

Some overlap · 5 shared positions

$AGQ $HUM $WT $SNOW $MAR

$1.4B

558 positions

#23MSH Capital Advisors LLCPassive

Some overlap · 4 shared positions

$KKR $AGQ $BRZE $HUM

$472M

273 positions

#24Pitti Group Wealth Management, LLCActive

Some overlap · 4 shared positions

$AGQ $BRZE $HUM $MAR

$123M

81 positions

#25PFG AdvisorsPassive

Some overlap · 5 shared positions

$KKR $BRZE $HUM $WT $SNOW

$2.1B

788 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.